Jennifer Williamson
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Eagle Strategies LLCDec 2024 to now
- Nylife Securities, LLCApr 2024 to now
- New York LifeOct 2023 to now
- Wood Legacy Group LLCApr 2023 to now
- Jewish Community Center - Pro ShopJul 2023 to Feb 2025
- Williamson HouseholdSep 2022 to Sep 2023
- Standard Meat CompanySep 2019 to Aug 2022
- Keystone FoodsMay 2017 to Jun 2019
- Cuisine SolutionsApr 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7795443
- Firm CRD
- 110826